BENJAMIN EDWARDS INC TPHD β€” TIMOTHY PLAN

Ownership history in BENJAMIN EDWARDS INC  Β·  3 quarters on record

AI Ownership Summary

BENJAMIN EDWARDS INC reported TIMOTHY PLAN (TPHD) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q2. The latest visible filing shows TPHD at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TPHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BENJAMIN EDWARDS INC's position in TIMOTHY PLAN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TPHD was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BENJAMIN EDWARDS INC held TPHD β€” position size vs. price
% of Fund (quarterly)    TPHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 138,597 +36,335 +35.5% 0.05% $5.9M 2026-07-24 $nan
2026 Q1 ADDED β€” β€” β€” 102,262 +58,886 +135.8% 0.04% $4.2M 2026-05-12 $41.22
2025 Q4 INITIATED β€” β€” β€” 43,376 β€” β€” 0.02% $1.7M 2026-02-02 $40.12

FAQ About BENJAMIN EDWARDS INC and TPHD

These are the practical questions this page is built to answer before you even open the full history table.

How long has BENJAMIN EDWARDS INC reported owning TPHD?

BENJAMIN EDWARDS INC reported TPHD across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported TPHD position in BENJAMIN EDWARDS INC's portfolio?

The largest reported portfolio weight for TPHD was 0.05% in 2026 Q2.

What is the latest reported TPHD position on this page?

The most recent filing on this page is 2026 Q2, when BENJAMIN EDWARDS INC reported 138,597 shares, equal to 0.05% of portfolio, with an estimated market value of $5.9M.

What does the chart on this TPHD ownership page compare?

The chart compares BENJAMIN EDWARDS INC's quarterly TPHD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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